Connectorly for Xero and Microsoft Power BI makes it easy to create powerful reports across the full Xero financial data set.
Easy to work with, substantially enriched Xero data
We've sorted data so you can begin working with it straight away; no need to worry about tax-inclusive and tax-exclusive invoice records for example.
We've enriched it too; for example by breaking down monthly budgets into daily values, so you can track in-month progress against a target and creating future invoices and bills from the repeating templates in Xero, to make it simple to forecast.
Find out more about the data you can report on in The Connectorly Xero Data Model.
Reporting across multiple Xero Organisations
Grouping Connectorlys aggregates data across Xero organisations so you can create Group level reports or create a single report that can be used across multiple client Xero Organisations.
A common reporting currency
From Emirati Dirham to Zimbabwean Dollar and everything in between, you can rebase Xero data to any one of 184 world currencies and compare financial performance over time of companies domiciled in different jurisdictions.
A fiscally-aware reporting calendar
Our dates table makes it easy to work across different date ranges such as fiscal years, halves, quarters, months and weeks and even includes support for weekly reporting - essential in retail - with 4-4-5 week month calendars.
Easy grouping of financial information with Views
Views allow you to create multiple, hierarchical groupings of accounts, contacts and products to report with and switch between.
Automatically updated reports
Once connected, changes made in Xero are automatically brought across, every hour.
Easy to use, fully customisable Power BI templates
Our suite of free, pre-built, fully customisable financial Power BI report templates to quickly get you up and running.
Next Steps: Pre-requisites, How to create a Connectorly account, Setup Connectorly for Xero and Microsoft Power BI